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Business Process Automation Platform

Automating Notifications & Alerts from SAP Business One

As a fully integrated, end-to-end business management application, SAP Business One provides organisations with a stable and efficient single platform that can manage most business tasks. It holds a wealth of critical information yet organisations still rely on employees to manually monitor and react to data changes. This manual approach is prone to errors and is an inefficient use of employee time. This is especially true when it comes to notifications and alerts.

It is expected, in this day and age, that a customer is sent an order acknowledgement and informed of a delivery date and time when an order has been placed. With orders coming in from a wide variety of channels, from telesales to online marketplaces, being able to manage the delivery of these orders can be a time-consuming process. Processing delivery order notifications within SAP Business One has to be performed manually, which takes up valuable time and resources.

Similarly, SAP Business One’s service management module helps organisations provide support for service and customer related queries. Once again though, alerting customers, engineers and third party providers about service renewals and jobs is also a manual task that can cause delays and affect the level of service provided.

Once an order has been placed, the next obvious step is to confirm that the order has been dispatched. Codeless Platforms’ BPA Platform can dynamically monitor SAP Business One and automatically send an email notification or SMS alert to customers saying ‘Your goods have been shipped’. This notification could include the ETA for the delivery of the goods and an associated reference number.

The BPA Platform can also integrate with external delivery network systems to retrieve information such as delivery statuses or proof of delivery and push that data into SAP Business One. Using that data, notifications can be automatically sent to customers providing them with a link to a courier’s website enabling them to track the delivery. Additionally, the BPA Platform can automatically generate internal alerts to account managers informing them of recent delivery statuses to key customers.

Once the delivery has been made and confirmed, the BPA Platform can retrieve that information and automatically generate a follow up notification to the customer from within SAP Business One, such as a Completed Order Status. The notification can also be used to initiate a feedback campaign or promote additional products and services. This further enhances CRM and enables you to explore new opportunities.

Automating service alerts from SAP Business One

On the service side, the BPA Platform can be used to monitor the Customer Equipment Cards in SAP Business One to check for forthcoming services that are about to expire and due for renewal. The BPA Platform can then be set up to automatically send a service reminder notification to the customer alerting them to the fact that a service is due, and to get in contact to arrange a visit by an engineer.

When a service job has been received by the organisation and inputted into SAP Business One, the BPA Platform can automatically collate the information and then send an alert, whether email or SMS, to the relevant engineer. The alert can provide details of the job request, including problems and parts required, as well as the location of the job and the date and time that it has been scheduled.

Engineers are usually extremely busy, rushing from job to job, and can therefore often fall behind on submitting necessary job completion forms. These are essential to keep the customer database up-to-date. The BPA Platform can monitor job progressions and send a reminder alert to an engineer if they haven’t completed the relevant forms, requesting they do so as soon as possible.

These are just two scenarios that showcase the capabilities of the Notifications and Alerts plug-in for SAP Business One. When you buy the plug-in not only can you automate numerous notifications and alerts, you can also quickly add document automation, integration or workflow capabilities to your business systems.

To find out more about how you can add automated notification and alerting capabilities to SAP Business One, download the brochure below or call us on +44 (0)330 998 8700.

SAP Business One Integration Brochure

Learn how integrating SAP Business One with other business applications or web services will save your company time and money.

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